Welcome to #TestimonialThursday! This week’s interview is with EA Tina Schinner, who recently started her tax practice and was able to grow thanks to the right all-in-one tool.
Why did you choose TaxDome?
My business is new: I started last year and I’ve grown a lot. The main reason I chose TaxDome was to have everything in one place. For example, I can see all of the emails my clients send to me in one place, and they automatically go in the proper file. This was the first thing that jumped out at me. The second was that I still didn’t have a website, and the ability to set one up within the same platform without a fee was very appealing.
Have you used other practice-management systems before?
I had used Intuit Proconnect before, and I was not a fan.
What’s your experience been like so far?
It’s been much easier to keep track as I grow. I have not had a chance to enable all of the functionality within TaxDome. I’ve been using what I know and can figure out quickly, but today was the first day I had time to watch the YouTube videos to try to figure out the tasks and pipelines features better.
My daughter is doing my website, and I told her to watch the videos, message the support chat if any questions arise, and they will respond. My experience with the support has been great when we’ve had questions; the team has been responsive.
I know the support is there, and this is very helpful for me. — Tina Schinner on using TaxDome help & support options.
Are you using organizers?
I am just starting to. I recently sent one to a new client, and they completed it immediately—this is a great start. I plan to customize them further to my needs. I like the way they are customizable, so I can get the right information from my clients. I am looking forward to automating the organizers via the pipelines.
Are the pipelines helping you manage your workflow?
I have seven pipelines set up so far, and it’s working really well. I know there is much more there for me to utilize once I finally get some time!
There’s so much available—I just haven’t had a chance to automate yet. I am also looking forward to the templates that will be released soon, so I can modify them to my needs.
[The Pipeline Library is already released!]
Which features are you finding most useful?
Inbox+ is very useful to see all of my notifications in one place and the pipelines to keep track of my clients’ progress. The secure messages are helpful, as is having my email integrated within one platform for nonsecure information in one place. I also use the time-tracking tool to see how long things take, so I can structure my time and billing in an efficient way.
How did you hear about TaxDome?
I heard about TaxDome in a Facebook group: Some of my peers mentioned they were using it. I went to the website and liked how everything was accessible. I booked a demo and attended it the next day. It was very easy.
Anything else you’d like to add?
I love the feature requests, that there are constant improvements being made, and that my needs are being listened to.
I’m looking forward to the tax season slowing down, so I can really set up the processes to make sure I am even more streamlined in the future. I’ve had a great start, but I know there is so much more that I am looking forward to utilizing.